At the moment at Microsoft Construct 2025, we’re excited to announce the brand new Mannequin Context Protocol (MCP) servers for Microsoft Dynamics 365 ERP and CRM enterprise purposes. These MCP servers will assist take away the tedious work of connecting methods collectively to construct brokers and speed up the flexibility for our clients and companions to construct AI-powered brokers to drive enterprise processes faster, accelerating their journey to the Frontier Agency within the period of the autonomous enterprise.
To offer some context, generative AI is basically reshaping the best way organizations work, introducing a brand new means of interacting with expertise—utilizing pure language to simplify and speed up duties. This innovation is driving unprecedented productiveness positive aspects, streamlining complicated processes that after required guide effort and specialised instruments. As this expertise matures, we’re getting into the following part: the autonomous enterprise, the place organizations and other people use expertise, notably AI and automation, to function and adapt in an age of fast transformation and innovation. The place there as soon as was “an app for that,” there’ll now be “an agent for that”.
This transformation isn’t nearly automation—it’s about folks. By placing clever brokers within the palms of each worker, organizations are empowering people to concentrate on higher-value work, make selections quicker, and drive innovation. Gross sales groups can deepen buyer relationships with out being slowed down by administrative duties. Finance professionals can transfer from guide reconciliation to strategic forecasting. Entrepreneurs can go from concept to execution, and product managers can orchestrate complicated workflows with readability and velocity.
The autonomous enterprise is the way forward for enterprise. Enterprise purposes will work with brokers constructed by Microsoft and our companions. On this new period, organizations aren’t simply streamlining operations, they’re amplifying human potential and accelerating their journey to the autonomous enterprise.
That is why we’re so excited in regards to the Dynamics 365 ERP and CRM MCP servers. These servers assist eradicate knowledge and utility silos, permitting brokers to work seamlessly throughout processes and assist allow new autonomous situations for improved enterprise performance and productiveness.
Dynamics 365: Agent-ready enterprise purposes
Agentic AI is an AI system that may take actions generated by the system, with very restricted and even no direct human intervention. Autonomous actions constructed into brokers working throughout numerous enterprise processes, industries, and segments, could make companies extra environment friendly and responsive. Designed not simply to help duties, however to function autonomously, AI brokers can intelligently orchestrate workflows and make context-aware picks. However how do you create a context-aware agent when knowledge, info, and processes are ever-changing?
MCP standardizes how purposes present context to language fashions, serving to allow seamless integration with totally different knowledge sources and instruments. This open customary connects AI assistants and brokers to varied methods the place knowledge resides, equivalent to content material repositories, enterprise instruments, and growth environments. An MCP-compliant agent makes use of wealthy contextual info to behave effectively, not like a non-MCP-compliant agent, which lacks mandatory context.
Utilizing the MCP server, makers can simply join brokers to current information sources and APIs, serving to allow them to interface straight with Dynamics 365 purposes. Actions and information synchronize routinely, facilitating real-time updates and the evolution of performance. This mannequin considerably simplifies agent growth and minimizes ongoing upkeep efforts.
Central to this innovation is Microsoft Copilot Studio, which gives a standardized protocol for brokers to seamlessly work together with Dynamics 365 purposes, serving to to make sure consistency, reliability, and scalability. Safety and governance are additionally prioritized from the beginning as Dynamics 365 MCP servers require authentication and implement authorization. Brokers that entry Dynamics 365 by means of the MCP server should authenticate as a legitimate Dynamics 365 consumer, serving to to make sure the advantages of Entra ID identification safety. This additionally prevents escalation of privileges, which means the agent will solely be capable to carry out the MCP actions that they’re licensed to do. The MCP servers are additionally made accessible to Microsoft Copilot Studio utilizing connector infrastructure. This implies they will make use of enterprise safety and governance controls equivalent to knowledge loss prevention controls and a number of authentication strategies.
For companions and clients, MCP standardization dramatically reduces complexity, accelerates growth, and will increase time to worth.
MCP-compliant agentic AI
At Microsoft, we deliver a deep understanding of vital enterprise processes for small and medium enterprise (SMB) in addition to massive enterprise organizations by means of our market-leading Dynamics 365 ERP and CRM enterprise options—mixed with our industry-specific experience delivered by means of our Microsoft Cloud for Trade options. This mix of expertise and experience uniquely positions us to ship on the wants of consumers throughout measurement, enterprise course of, {industry}, or area.
Our newly launched set of MCP servers assist allow a number of situations throughout enterprise processes. Under are a number of examples of what’s doable with Dynamics 365, Microsoft Cloud for Trade, and our broad ecosystem of companions.
Gross sales and repair
Customized brokers and AI assistants can now be related to Microsoft Dynamics 365 Gross sales, Microsoft Dynamics 365 Buyer Service, and Microsoft Dynamics 365 Enterprise Central purposes by means of MCP servers. Brokers can retrieve and replace CRM knowledge, create quotes, and full orders. They’ll additionally get order/case summaries and electronic mail drafts. These MCP servers open limitless prospects in automating tedious jobs in gross sales and repair capabilities, no matter firm measurement or {industry}.
For instance, telesales representatives can use clever assistants, equivalent to Claude, related to Dynamics 365 MCP servers to prioritize leads, qualify them, generate quotes, and ship personalised emails—without having to modify contexts or depend on complicated integrations. And when clients encounter an order problem, service representatives can resolve it rapidly through the use of Dynamics 365 Buyer Service knowledge to retrieve/replace case info and create alternative orders in actual time.
Provide chain and finance
The AI procurement agent illustrated beneath effectively validates buy requisitions towards firm insurance policies, current stock, and supply data to determine an appropriate provider that meets the standards for value, velocity, sustainability, and reliability. It additional consolidates a number of objects from the identical provider into one buy order and sends it for buy. The agent can considerably improve effectivity in procurement processes, the place well timed and budget-conscious provide supply is vital.
Enterprise Central
For small and medium measurement companies, for instance, trying to optimize sourcing info and vendor compliance, the customized agent demonstrated right here can rapidly determine shipments containing supplies that require compliance checks. The agent gives steerage on recycling necessities and up to date sourcing requirements, reads provider contracts, and suggests subsequent steps like confirming vendor certifications and updating cargo checklists. An answer like this might streamline the compliance course of, which will help clients acquire a aggressive benefit.
Companions utilizing the Dynamics 365 MCP server
Our companions play a vital function in driving innovation and delivering worth to clients. We’re devoted to creating Dynamics 365 MCP servers accessible, serving to allow our clients and companions to develop various agent situations throughout industries and enterprise processes, no matter their enterprise utility vendor.
With MCP server turning into the usual of the longer term for brokers, companions can use it to extra rapidly and effectively orchestrate headless enterprise providers in ERP and exterior methods. It turns easy intent into motion, automating procurement for quicker, environment friendly, and resilient provide chain operations. Our ecosystem of companions has began utilizing MCP server for Dynamics 365 to create a bunch of industry-specific brokers.
- Avanade, an early adopter of Microsoft 365 Copilot for Gross sales and a number one Microsoft accomplice, is happy to make use of MCP servers for Dynamics 365 to counterpoint their AI-powered request for proposal (RFP) Insights agent. This agent helps sellers summarize, consider, and reply to RFPs utilizing historic Dynamics 365 knowledge, additional streamlining proposal technology. Whereas initially for inside use, Avanade is exploring deployment for shoppers in engineering, building, {and professional} providers.
- Emission AI agent by Fellowmind will use AI and MCP servers for Dynamics 365 to routinely classify and arrange buy transactions to organize it for greenhouse fuel (GHG) emission accounting functions by categorizing spend-types (equivalent to workplace provides, uncooked supplies, and journey bills) by means of knowledge extraction, classification, algorithms, taxonomy mapping, and real-time suggestions and studying. The agent gives help to procurement and environmental, social, and governance (ESG) professionals, serving to them streamline their processes and obtain extra correct outcomes.
- HSO’s PayFlow Agent improves bill cost effectivity in accounts payable. Streamlining well timed funds and decreasing inquiries that require guide intervention results in quicker resolutions and enhanced provider relationships. Utilizing MCP server for Dynamics ERP MCP, PayFlow processes vendor cost inquiries, identifies bill statuses, matches them towards purchaser receipts, and retrieves monitoring info to inform accountable events to both remit cost promptly or set an expectation of when cost could be obtained.
- JourneyTeam is enriching its Strategic Account Supervisor agent that accesses MCP servers for Dynamics 365 to optimize lead engagement. The agent summarizes historic providers and tasks, compares lead summaries and pursuits, compiles suggestions, then, after guide opinions, will provoke subsequent steps by using MCP servers, Microsoft Azure AI Search, and Doc Intelligence.
- MCA Join is constructing a wise sourcing agent that accesses MCP servers for Dynamics 365 to automate requisition processing, provider task, and workflow submission. The MCP servers give the agent entry to actions like getting open requisitions, approving distributors, and assigning suppliers based mostly on provider efficiency metrics with out the necessity to create new APIs and combine with Dynamics 365.
- Publicis Sapient Hummingbird is constructing an agent to enhance lead administration utilizing MCP servers for Dynamics 365 to entry knowledge that may streamline the method of managing business-to-business leads. This agent automates lead qualification, scoring, and personalised engagement, accelerating scorching results in quotes quicker and nurturing heat leads by means of a collection of focused emails. This progressive strategy enhances effectivity, improves buyer expertise, and drives larger conversion charges and income development.
- RSM is constructing clever, safe, and context-aware brokers that speed up workflows, enhance selections, and broaden capabilities by embedding them straight into real-world enterprise processes. These brokers, developed utilizing Microsoft Copilot Studio, will entry MCP servers for Dynamics 365 to help humanitarian logistics by coordinating vital provide chains, serving to to make sure well timed supply of life-saving gear, and automating procurement duties.
- TTEC Digital is constructing a post-service upselling agent that accesses MCP servers for Dynamics 365 to prospect for guarantee plans after a purchase order, turning every sale into an upsell alternative. The agent will assist drive personalised gross sales and repair conversations at scale through the use of the information, instruments, and actions from the MCP server.
As we glance forward, the convergence of clever brokers, standardized platforms, and deep area experience will outline the following frontier of enterprise transformation. The flexibility to harness autonomous capabilities will outline tomorrow’s market leaders. Companies that act now will acquire a decisive aggressive edge and chart a course towards sustained success. The autonomous enterprise is not a imaginative and prescient of the longer term—it’s right here, constructed with Microsoft and its accomplice ecosystem.
Be a part of us at Microsoft Construct 2025 to discover how MCP servers are remodeling Dynamics 365 and the broader Microsoft Cloud–MCP server centered periods at Microsoft Construct 2025.
Let’s form what’s subsequent, collectively.
Satish is chargeable for technique, product administration, and engineering execution for Microsoft Enterprise & Trade Options. This group and its accomplice ecosystem develop {industry} main options and AI-driven Enterprise Purposes. Previous to this function, Satish has held numerous engineering product administration management roles at Microsoft spanning Microsoft Cloud for Industries, Microsoft Insights – Buyer Information Platform (CDP), Microsoft AppSource, Microsoft’s enterprise apps market, and Microsoft Dynamics 365. Satish joined Microsoft in 2006 and is from Botswana, Africa.
